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Bank of America

2,946 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 1,161 increasing their positions, 1,252 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 132

5% more capital invested

Capital invested by funds: $214B → $224B (+$10.8B)

1% more funds holding in top 10

Funds holding in top 10: 108109 (+1)

1% more funds holding

Funds holding: 2,9192,946 (+27)

0.54% more ownership

Funds ownership: 71.6%72.13% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 1,252

25% less call options, than puts

Call options by funds: $4.56B | Put options by funds: $6.11B

Holders
2,946
Holders Change
+27
Holders Change %
+0.92%
% of All Funds
42.54%
Holding in Top 10
109
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.57%
New
198
Increased
1,161
Reduced
1,252
Closed
132
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.33B -$124M -3,230,584 -9%
Amundi
27
Amundi
France
$1.26B +$367M +9,568,640 +45%
Deutsche Bank
28
Deutsche Bank
Germany
$1.22B +$381M +9,940,961 +48%
Barclays
29
Barclays
United Kingdom
$1.21B +$135M +3,521,883 +13%
Lazard Asset Management
30
Lazard Asset Management
New York
$1.17B -$41.4M -1,078,974 -4%
Wells Fargo
31
Wells Fargo
California
$1.15B -$25.4M -662,688 -2%
N
32
Nuveen
North Carolina
$1.05B -$157M -4,108,104 -14%
UBS Group
33
UBS Group
Switzerland
$1.02B +$111M +2,907,430 +13%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$930M -$43.6M -1,138,274 -5%
Parnassus Investments
35
Parnassus Investments
California
$922M -$772M -20,151,428 -47%
Citadel Advisors
36
Citadel Advisors
Florida
$890M -$223M -5,816,711 -21%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$879M +$43.6M +1,136,549 +5%
Sanders Capital
38
Sanders Capital
Florida
$865M +$732M +19,091,838 +721%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$842M +$13.4M +350,136 +2%
AllianceBernstein
40
AllianceBernstein
Tennessee
$820M -$12.6M -327,954 -2%
DZ Bank
41
DZ Bank
Germany
$805M -$714M -18,641,279 -48%
AIM
42
Alphinity Investment Management
Australia
$802M +$188M +4,898,839 +32%
Pzena Investment Management
43
Pzena Investment Management
New York
$789M -$62.6M -1,632,494 -8%
HCM
44
Himalaya Capital Management
Washington
$719M
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$693M -$16.7M -435,183 -2%
Diamond Hill Capital Management
46
Diamond Hill Capital Management
Ohio
$675M -$44.2M -1,152,416 -6%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$651M -$51.6M -1,347,463 -8%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$648M -$250M -6,511,814 -29%
ClearBridge Investments
49
ClearBridge Investments
New York
$647M +$119M +3,109,197 +24%
Bessemer Group
50
Bessemer Group
New Jersey
$631M -$6.48M -169,121 -1%

BAC Hedge Fund Activity: Q2 2024 in Review

2,946 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2024, worth a combined $224B — up 5% from $214B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new BAC positions and 132 closed out — a net gain of 66 holders — while 1,161 added to existing stakes and 1,252 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.09B. The largest seller was Parnassus Investments, cutting an estimated $772M.

  • 2,946 institutional investors held Bank of America (BAC) as of Q2 2024, up from 2,919 in Q1 2024.
  • Funds reported $224B of Bank of America stock for Q2 2024, up 5% quarter-over-quarter.
  • 198 funds opened new Bank of America positions in Q2 2024 and 132 closed out, a net change of +66 holders.
  • The largest Bank of America buyer in Q2 2024 was Capital World Investors, an estimated $1.09B added.
  • The largest Bank of America seller in Q2 2024 was Parnassus Investments, an estimated $772M sold.

Based on aggregated 13F filings for Q2 2024.